Position in UL
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$711,760
+$40,141 QoQ
Shares Held
11,839
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#523
of 1,170 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026EXCALIBUR MANAGEMENT CORP holds $5,585,344 across 4 Household & Personal Products names. UL ranks #2 (12.7% of the industry book) .
All Filings in UL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,760 | 11,839 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $671,619 | 11,789 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $771,000 | 11,789 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $795,004 | 13,411 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $824,938 | 13,486 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $818,276 | 13,741 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $778,548 | 13,731 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $892,615 | 13,741 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $758,917 | 13,801 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $680,677 | 13,562 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $632,615 | 13,049 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $601,839 | 12,183 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $634,891 | 12,179 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $648,034 | 12,479 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $628,066 | 12,474 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $550,981 | 12,568 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $504,955 | 11,018 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $483,315 | 10,606 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $381,855 | 7,099 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $384,908 | 7,099 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $477,009 | 8,154 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $458,029 | 8,204 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $495,797 | 8,214 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $449,894 | 7,294 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $414,837 | 7,559 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $369,464 | 7,306 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||